Investment adviser · CRD 157900
FORTRESS PLANNING GROUP
Investment adviser filing (IA)
FORTRESS PLANNING GROUP, LLC
PEWAUKEE, WI, United States · Form ADV filed Aug 26, 2026
- Regulatory AUM
- $345M Form ADV · Item 5.F
- Client accounts
- 902 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $271,689,826 | 78.7% |
| Individuals | 215 | $73,607,053 | 21.3% |
Filing source
Form ADV 2128610 · Aug 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
N17W24222 RIVERWOOD DR., SUITE 145PEWAUKEE, WI, 53188, United States
CRD 157900
Filing source
Form ADV 2128610 · Aug 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.